Goldstream Capital Management’s Palo Alto Networks PANW Stock Holding History

Goldstream Capital Management’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,941	Closed	-$1.7M	–	55
2025 Q1	$1.7M	Sell	9,941 -9,601	-49%	-$1.78M	0.75%	16
2024 Q4	$3.56M	Buy	19,542 +1,780	+10%	+$336K	1%	15
2024 Q3	$3.04M	Buy	17,762 +17,626	+12,960%	+$2.97M	1.02%	17
2024 Q2	$23.1K	Buy	+136	New	+$20.3K	0.01%	28
2024 Q1	–	Sell	-39,220	Closed	-$5.78M	–	33
2023 Q4	$5.78M	Buy	39,220 +3,700	+10%	+$495K	3.85%	11
2023 Q3	$4.16M	Buy	35,520 +4,456	+14%	+$527K	3.28%	10
2023 Q2	$3.97M	Buy	+31,064	New	+$3.23M	2.85%	9

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldstream Capital Management's PANW Position: Q2 2025 in Review

Goldstream Capital Management sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 9,941 shares — an estimated $1.7M sold.

Goldstream Capital Management first reported a position in PANW in Q2 2023 and held it in 7 quarters. The position peaked at $5.78M in Q4 2023. 2,373 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

Goldstream Capital Management reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
Goldstream Capital Management sold 9,941 Palo Alto Networks shares in Q2 2025, an estimated $1.7M.
Goldstream Capital Management first reported a position in Palo Alto Networks in Q2 2023 and held it in 7 quarters.
Goldstream Capital Management's Palo Alto Networks position peaked at $5.78M in Q4 2023.
2,373 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Goldstream Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.